I was born and raised in the Bay Area and attended UC Santa Barbara. Upon receiving my degree, I came back to Walnut Creek to work in product development, marketing, and logistics. After several years, I made the move to the mortgage industry in 2012, joining Eric Rotner and his team.
After ten years with Change Home Mortgage, the team decided it was time to make a move and joined Cornerstone First Mortgage where we formed WealthWise Funding. At the new company I continue to work alongside Eric Rotner while also helping my own clients and the other loan officers in our growing branch.
As a loan officer, I utilize the data analysis skills and tools I developed throughout my career to help clients simplify and understand the complex aspects of the mortgage process. My approach to the loan process is holistic, blending both the analytical components and personal needs and motivations of our clients. This allows me to empower clients to make the best possible decisions to meet their unique goals.
